Prime Asset Services (PAS) - Client Service Representative
About The Position
The Prime Asset Services (PAS) client services team is the first point of contact for all Prime client queries relating to the Asset Services. It will be the client service representative’s responsibility to ensure all issues are addressed in a timely manner, escalating matters to the line and department managers within Asset Services and relevant business Client Service Representative as and when required. The key oversight elements of this role are: Dedicated point of Contact with Prime Brokerage clients and Front Office Ensure the team have communicated all corporate actions to stakeholders in a timely fashion Monitor Ex Date / Pay Date Bookings to ensure entitlement posted Ensure events are elected and act as escalate to retrieve from client if late/non responsive Ensure all emails actioned or responded to within 2 hours. Escalate delayed processes Provide out of hour’s coverage of all Prime related regions i.e. reviewing London /Hong Kong Mail Box Assist client on completing documentation related to events Act as an interface between clients and internal operations teams Monitor client re-hype positions and escalating for the position to be returned prior to key dates Provide value add service to clients by stepping in where required to assist on proxy vote issues The team are also responsible for the Prime CASS short fall sign off, elements of client reporting and review of systemic errors. The successful candidate will be responsible for building and developing the product offering to meet client expectations and adhere to industry best practice. The supervisor will also be expected to actively participate in both Prime and broader Asset Services projects as and when they occur and ensure delivery is made with good quality.
Requirements
- extensive working knowledge of managing complex and large inventory positions for corporate action and income events in EMEA markets
- crucial the candidate has practical and working knowledge
- Accuracy is of the utmost importance.
Nice To Haves
- understanding of the non EMEA markets Corporate Action and Income processes is beneficial.
Responsibilities
- Dedicated point of Contact with Prime Brokerage clients and Front Office
- Ensure the team have communicated all corporate actions to stakeholders in a timely fashion
- Monitor Ex Date / Pay Date Bookings to ensure entitlement posted
- Ensure events are elected and act as escalate to retrieve from client if late/non responsive
- Ensure all emails actioned or responded to within 2 hours.
- Escalate delayed processes
- Provide out of hour’s coverage of all Prime related regions i.e. reviewing London /Hong Kong Mail Box
- Assist client on completing documentation related to events
- Act as an interface between clients and internal operations teams
- Monitor client re-hype positions and escalating for the position to be returned prior to key dates
- Provide value add service to clients by stepping in where required to assist on proxy vote issues
- Prime CASS short fall sign off, elements of client reporting and review of systemic errors
- building and developing the product offering to meet client expectations and adhere to industry best practice.
- actively participate in both Prime and broader Asset Services projects as and when they occur and ensure delivery is made with good quality.
Benefits
- tailored professional development opportunities
- competitive pay and benefits package including a robust Wellness Hub
- welcoming and inclusive work environment
- industry-leading volunteerism policy
- generous matching gift program
- comprehensive program of immersive Sustainability and Climate Change Initiatives
- Employee Resource Groups
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
